Calegari & Morris Information

For more than 94 years, C+M has provided exceptional accounting and tax advisory services to high-net-worth individuals, families, businesses, trusts, estates, and foundations throughout the San Francisco Bay Area. In an era increasingly defined by automation and artificial intelligence, our clients rely on something more valuable: actual intelligence. Actual intelligence is the combination of deep technical expertise, real-world experience, continuous learning, and the emotional intelligence to understand what matters most to our clients. It is the judgment to ask the right questions, the humility to collaborate, and the insight to see opportunities others may miss. At C+M, our advice is grounded in human connection, authenticity, respect, and empathy. We build lasting relationships because we take the time to understand our clients' goals, challenges, and aspirations—not just their financial statements. Our collaborative culture ensures that every client benefits from the collective knowledge of our team. We stay ahead of evolving tax and accounting regulations, proactively identify opportunities, and solve complex problems with clarity and confidence. When specialized expertise is needed, we draw from a trusted network of professional advisors to assemble the right team for the situation. Our services include: • Tax planning and compliance for high-net-worth individuals and families • Estate, trust, and foundation accounting and advisory services • Business tax and accounting services • Ownership transition and succession planning • Advisory services for commercial enterprises, professional services firms, creative businesses, and real estate partnerships We lead with humility, deliver with excellence, and help our clients make informed decisions with confidence—today and for the future.